William
Kelly
Goldman Sachs Personal Financial Management
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About this Advisor
William Kelly is a certified financial planner who works in Lutherville Timonium, Maryland with 10 years of relevant experience. Kelly currently works for Goldman Sachs Personal Financial Management. Their career trajectory has included roles at Girard Securities, Inc, United Capital Financial Advisers, LLC and Cetera Advisor Networks LLC. Kelly holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Maryland. Goldman Sachs Personal Financial Management is a business headquartered in Newport Beach, CA. The investment advisory business has offices in 87 locations and a total of 727 advisors. It manages $13 billion in assets among its 82,991 client accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm serves 153 charitable organizations. Of its 82,991 client accounts, 17% are associated with high-net-worth individuals who have at least $1 million in assets. Goldman Sachs Personal Financial Management provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. Fees charged by financial advisors largely depend on which services the firm provides the client. Fees billed by Goldman Sachs Personal Financial Management most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Goldman Sachs Personal Financial Management Brokerage Details
$13,178,742,322
727
82,991
$158,797
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
William Kelly Work History
William has been registered as a financial advisor for 10 years.*
United Capital Financial Advisers, LLC
Cetera Advisor Networks LLC
Girard Securities, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of William Kelly to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
